Invesco Balanced-Risk Retirement 2020 Fund

Scorecard
3 / 5 Stars
Lipper
3 1 5 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 6.4
Mean 0.65
Sharpe Ratio 1.21
Bear Market Decile Rank 1

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.21 61.04
Beta 0.5 0.94
Alpha 3.64 1.96